Morningstar Fund Report
AMP KiwiSaver LS Growth Fund
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP KiwiSaver LS Growth Fund

Index: Morningstar NZ Growth Tgt Alloc NR NZD

Category: Multisector - Growth
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -5.78 | 27.75 | 1.96 | -2.27 |
+/- Cat | -2.34 | -1.01 | -1.61 | 0.59 |
+/- Index | -5.33 | 5.53 | -1.58 | -0.84 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.27 | 0.59 | -0.84 | 17 / 66 |
3 Month | -2.61 | 0.87 | 0.76 | 14 / 66 |
1 Year | -2.75 | -0.95 | -3.23 | 42 / 65 |
3 Year | 5.26 | -1.60 | -1.18 | 50 / 59 |
5 Year | 6.47 | -1.10 | -1.06 | 43 / 50 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.26 | 10.84 | 8.97 |
Sharpe Ratio | 0.46 | 0.57 | -- |
R-Squared | 90.81 | 88.11 | -- |
Beta | 1.2 | 1.13 | -- |
Alpha | -2.07 | -0.64 | -- |
Fund Details
Fund Inception | 01 Oct 2007 |
Responsible Entity | AMP Wealth Management New Zealand Ltd |
Fund Manager | AMP Services (NZ) Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
891.10 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 30 Jun 2021

Size | Large Style | Blend
Asset Allocation
% as at 30 Jun 2021
Domestic Equity | 23.140 |
International Equity | 55.576 |
Listed Property | 5.164 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 6.485 |
International Fixed Interest | 5.177 |
Cash | 4.458 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth |
Entry Price $ | 1.9847 |
Exit Price $ | 1.9847 |
Exit Price 1 Week Change $ |
-0.0268 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 1.23% |
Investment Management Fee | 1.04% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |